See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,193 | $73,867-80.8% | $143,757-90.1% | $68,494-79.3% |
| Participation rate | 37.0% | 66.7%-29.7pp | 80.3%-43.4pp | 67.9%-30.9pp |
| Annual return | -18.03% | 1.01%-19.0pp | -0.04%-18.0pp | -7.84%-10.2pp |
| Employer contribution / active EE | $680 | $3,184-78.6% | $4,951-86.3% | $2,596-73.8% |
| Participant deferral / active EE | $1,470 | $3,384-56.6% | $5,637-73.9% | $4,027-63.5% |
| Admin fee / account holder | $3,267 | $5,755-43.2% | $14,673-77.7% | $5,403-39.5% |